Total TRID Training-Four Part Series Webinar

The Truth in Lending/Real Estate Settlement Procedures Integrated Disclosures (TRID) requirements are overwhelming for almost everyone, but especially so for someone with little or no experience with the requirements. The TRID rules were originally published in 2013 and were effective in October 2015. Final TRID 2.0 rules were published in July 2017, and were effective on October 1, 2018. The next version of the TRID rules are in development right now.

This four-part program provides the information needed to master the TRID rules. It focuses on origination of closed-end loans secured by real property. It does not cover open-end credit or credit that is unsecured or secured by collateral other than real property or a cooperative unit.

Included Webinars
  • Total TRID – Part 1 August 8, 2022
  • Total TRID – Part 2 August 9, 2022
  • Total TRID – Part 3 August 10, 2022
  • Total TRID – Part 4 August 11, 2022

Part 1 August 8, 2022 (2:30 EST)

General Rules

  • Covered & Exempt Transactions
  • Predisclosure & Early Disclosures Activity
    • Loan Estimate
    • Shopping Disclosure
  • Tolerance
  • Good Faith
  • Revised Disclosures
    • LE
    • CD
  • Waiver of Waiting Period
Part 2 August 9, 2022 (2:30pm EST)

Loan Estimate – Line-by-Line

  • General Information
  • Loan Terms
  • Projected Payments
  • Costs at Closing
  • Loan Costs
  • Other Costs
  • Calculating Cash to Close
  • Comparisons
  • Other Considerations
  • Air Table
  • AP Table
  • Confirm Receipt

Part 3 August 10, 2022 (1:00pm EST)

Closing Disclosure – Line-by-Line

  • General Information
  • Loan Terms
  • Projected Payments
  • Costs at Closing
  • Loan Costs
  • Other Costs
  • Calculating Cash to Close
  • Summaries of Transactions
  • Loan Disclosures
  • Loan Calculations
  • Other Disclosures
  • Contact Information
  • Air Table
  • AP Table
  • Confirm Receipt

Part 4, August 11, 2022 (2:30pm EST)

TRID for Construction Loans

  • Scope
  • Timing
  • Appendix D
  • General Information
  • Loan Terms
  • Projected Payments
  • Loan and Other Costs
  • Calculating Cash to Close
  • Summaries of Transactions
  • Loan Disclosures
  • Air Table
  • AP Table
  • Loan Calculations
  • Other Disclosures
  • Contact Information
  • Confirm Receipt
Who Should Attend

The program is designed for loan officers, compliance officers, loan support staff, marketing staff, auditors, and any others with responsibilities related to the TRID rules.

Continuing Education (CE) Credits

This webinar is recommended for 2.5 CE Credit Hours. Each attendee will receive a Certificate of Attendance for self-reporting of CE Credits.

View Delivery Options

Related Topics

Instructor

Jack Holzknecht
Jack Holzknecht

Jack Holzknecht is the CEO of Compliance Resource, LLC. He has been delivering the word on lending compliance for 45 years. In 40 years as a trainer over 150,000 bankers (and many examiners) have part... read more.

Course TitleCreditsStart DateStart TimeDelivery TypeDelivery OptionInstructor / LocationPrice
Total TRID Training- Four Part Series0.25 Any AnyWebinarOn-Demand Jack Holzknecht$1,049.00 Register Now
Delivery Options

Webinars for Banks and Credit Unions

Live Webinar:

INCLUDES 30 DAYS OF ONDEMAND PLAYBACK! With this option, you will participate in the webinar as it is being presented. You will login to the webinar on your PC to view the PowerPoint presentation, and you have the option of using your PC speakers or a phone for the audio. You can type and send your questions to the instructor.  And don’t worry if you miss the webinar, you can still view it for up to thirty days after it takes place!

Live Plus Twelve Months OnDemand Playback:

With this option, you will receive the live version, then you will receive an e-mail that contains a link to the PowerPoint slides (to download, print, and copy) as well as a link where you will view and hear the entire webinar just as it was delivered, featuring the full-color PowerPoint presentation with audio. You can pause, fast-forward and rewind as needed, which makes it an effective training tool. The link will be available to you (and anyone else in the company) for up to twelve months and can be accessed 24/7 as many times as you wish. Delivered via e-mail the day after the webinar takes place.

Live, Twelve Months OnDemand Playback PLUS Digital Download:

By adding the Digital Download to your order, you will be adding access to make the webinar part of your training library.  You can pause, fast-forward and rewind as needed, which makes it an effective training tool. With this option, you will receive a download of the PowerPoint slides as well.  Access to the Digital Download is for the life of your library.

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